McDonalds Corp
MCD- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0000063908
No open-market purchases or sales by McDonalds Corp insiders were filed in the last 90 days; 3,482 institutions reported holding it in 13F filings for Q2 2026, worth $142.5B in total; 4 superinvestors hold it, including Viking Global Investors and Gates Foundation Trust.
13F holders, Q4 2021
Institutional positions in McDonalds Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,801
- +318 vs. Q3 2021
- Shares held
- 509.1M
- +2.56M (+0.5%) vs. Q3 2021
- Total value
- $136.1B
- +$14.0B (+11.5%) vs. Q3 2021
- New holders
- 410
- 1,116 more added
- Sold out
- 92
- 917 more reduced
40 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $124.3B |
| Q4 2021 | 2,801 | $136.1B |
| Q3 2021 | 2,523 | $122.2B |
| Q2 2021 | 2,535 | $116.6B |
| Q1 2021 | 2,501 | $113.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Americana Partners, LLC | 3,866 | $1.04M | 0.19% | +482+14.2% | Added |
| Private Wealth Strategies, L.L.C. | 3,872 | $1.04M | 0.24% | +2+0.1% | Added |
| Warther Private Wealth, LLC | 3,867 | $1.04M | 0.77% | +8+0.2% | Added |
| Seven Eight Capital, LP | 3,888 | $1.04M | 0.19% | −2,319−37.4% | Reduced |
| Wellington Shields Capital Management, LLC | 3,892 | $1.04M | 0.13% | +390+11.1% | Added |
| Institute for Wealth Management, LLC. | 3,893 | $1.04M | 0.17% | −133−3.3% | Reduced |
| Highland Private Wealth Management | 3,896 | $1.04M | 0.13% | +121+3.2% | Added |
| Forbes J M & Co LLP | 3,907 | $1.05M | 0.12% | +207+5.6% | Added |
| Zions Bancorporation, N.A. | 3,905 | $1.05M | 0.09% | +1,225+45.7% | Added |
| Oxbow Advisors, LLC | 3,912 | $1.05M | 0.10% | +297+8.2% | Added |
| Highview Capital Management LLC | 3,918 | $1.05M | 0.68% | +3,918 | New |
| Rollins Financial | 3,927 | $1.05M | 0.30% | +3,927 | New |
| Kowal Investment Group, LLC | 3,938 | $1.06M | 0.31% | +161+4.3% | Added |
| Archford Capital Strategies, LLC | 3,943 | $1.06M | 0.24% | −346−8.1% | Reduced |
| Crescent Capital Consulting, LLC | 3,946 | $1.06M | 0.17% | +10.0% | Added |
| FourThought Financial, LLC | 3,963 | $1.06M | 0.13% | −101−2.5% | Reduced |
| First American Trust, FSB | 3,961 | $1.06M | 0.15% | +13+0.3% | Added |
| Vanguard Capital Wealth Advisors | 3,966 | $1.06M | 0.76% | +8+0.2% | Added |
| Stonebridge Capital Management Inc | 3,980 | $1.07M | 0.37% | −275−6.5% | Reduced |
| Glassman Wealth Services | 3,992 | $1.07M | 0.20% | +86+2.2% | Added |
| Bridgewater Advisors Inc. | 3,999 | $1.07M | 0.24% | +5+0.1% | Added |
| Garrett Investment Advisors LLC | 3,999 | $1.07M | 0.28% | +1,191+42.4% | Added |
| Finer Wealth Management, Inc. | 4,003 | $1.07M | 0.89% | +4,003 | New |
| American State Bank (Iowa) | 4,007 | $1.07M | 0.74% | +50+1.3% | Added |
| Bar Harbor Trust Services | 4,010 | $1.07M | 0.29% | −167−4.0% | Reduced |
| Harrison & Co Wealth Management, LLC | 4,025 | $1.08M | 0.91% | +4,025 | New |
| Altus Wealth Group LLC | 4,028 | $1.08M | 0.89% | +3+0.1% | Added |
| Wealth Management Associates, Inc. | 4,036 | $1.08M | 0.58% | +10.0% | Added |
| CRA Financial Services, LLC | 4,050 | $1.09M | 0.32% | +71+1.8% | Added |
| Cardiff Park Advisors, LLC | 4,067 | $1.09M | 0.14% | +4,067 | New |
| Glen Eagle Advisors, LLC | 4,082 | $1.09M | 0.28% | −127−3.0% | Reduced |
| Investment Partners, Ltd. | 4,106 | $1.10M | 0.45% | −74−1.8% | Reduced |
| Bank Ozk | 4,115 | $1.10M | 0.45% | −138−3.2% | Reduced |
| Prelude Capital Management, LLC | 4,117 | $1.10M | 0.05% | +4,117 | New |
| First American Bank | 2,184 | $1.11M | 0.06% | +317+17.0% | Added |
| Atlas Private Wealth Advisors | 4,130 | $1.11M | 0.51% | −21−0.5% | Reduced |
| Formidable Asset Management, LLC | 4,132 | $1.11M | 0.21% | −10.0% | Reduced |
| Oarsman Capital, Inc. | 4,147 | $1.11M | 0.44% | −1,250−23.2% | Reduced |
| Jump Financial, LLC | 4,151 | $1.11M | 0.07% | +4,151 | New |
| Stewart & Patten Co LLC | 4,162 | $1.12M | 0.17% | −250−5.7% | Reduced |
| MKT Advisors LLC | 4,482 | $1.12M | 0.88% | +4,482 | New |
| Intelligent Financial Strategies | 4,193 | $1.12M | 1.01% | +4,193 | New |
| Cottonwood Capital Advisors, LLC | 4,196 | $1.13M | 0.87% | +4,196 | New |
| Hendershot Investments Inc. | 4,202 | $1.13M | 0.17% | +960+29.6% | Added |
| Lafayette Investments, Inc. | 4,207 | $1.13M | 0.28% | −250−5.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,207 | $1.13M | 0.02% | −20.0% | Reduced |
| Lewis Capital Management, LLC | 4,211 | $1.13M | 1.18% | +4,211 | New |
| Sheets Smith Wealth Management | 4,239 | $1.14M | 0.14% | −46−1.1% | Reduced |
| Doliver Advisors, LP | 4,393 | $1.14M | 0.36% | −349−7.4% | Reduced |
| Palumbo Wealth Management LLC | 4,263 | $1.14M | 0.72% | +281+7.1% | Added |
| Meritage Portfolio Management | 4,266 | $1.14M | 0.06% | −147−3.3% | Reduced |
| Michael B. Yongue | 4,276 | $1.15M | 0.76% | +15+0.4% | Added |
| AGF Investments LLC | 4,282 | $1.15M | 0.10% | −1,489−25.8% | Reduced |
| Ledyard National Bank | 4,304 | $1.15M | 0.11% | −12−0.3% | Reduced |
| Stiles Financial Services Inc | 4,304 | $1.15M | 0.56% | +4,304 | New |
| Southeast Asset Advisors Inc. | 4,319 | $1.16M | 0.16% | +10.0% | Added |
| Zullo Investment Group, Inc. | 4,319 | $1.16M | 0.60% | +4,319 | New |
| Triangle Securities Wealth Management | 4,322 | $1.16M | 0.36% | +42+1.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,544 | $1.16M | 0.34% | +50+1.1% | Added |
| Acima Private Wealth, LLC | 4,329 | $1.16M | 0.50% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,331 | $1.16M | 0.70% | −97−2.2% | Reduced |
| Engineers Gate Manager LP | 4,331 | $1.16M | 0.05% | +4,331 | New |
| Semmax Financial Advisors Inc. | 4,338 | $1.16M | 0.43% | −428−9.0% | Reduced |
| Avalon Investment & Advisory | 4,353 | $1.17M | 0.03% | −4,838−52.6% | Reduced |
| Gyon Technologies Capital Management, LP | 4,359 | $1.17M | 0.22% | −4,947−53.2% | Reduced |
| BDO Wealth Advisors, LLC | 4,378 | $1.17M | 0.12% | +161+3.8% | Added |
| Mystic Asset Management, Inc. | 4,404 | $1.18M | 0.56% | +4,404 | New |
| Centric Wealth Management | 4,410 | $1.18M | 0.39% | +21+0.5% | Added |
| Traynor Capital Management, Inc. | 4,417 | $1.18M | 0.14% | +187+4.4% | Added |
| Apella Capital, LLC | 4,427 | $1.19M | 0.15% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,433 | $1.19M | 0.80% | +296+7.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,434 | $1.19M | 0.05% | +174+4.1% | Added |
| Bivin & Associates, Inc. | 4,461 | $1.20M | 1.04% | +4,461 | New |
| Tiedemann Advisors, LLC | 4,464 | $1.20M | 0.06% | +3+0.1% | Added |
| BancorpSouth Bank | 4,469 | $1.20M | 0.15% | −27,174−85.9% | Reduced |
| Royal Harbor Partners, LLC | 4,480 | $1.20M | 0.76% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,481 | $1.20M | 0.79% | +327+7.9% | Added |
| Accredited Investors Inc. | 4,486 | $1.20M | 0.11% | +525+13.3% | Added |
| Northwest Bancshares, Inc. | 4,492 | $1.20M | 0.24% | +70+1.6% | Added |
| G&S Capital LLC | 4,494 | $1.21M | 0.60% | −224−4.7% | Reduced |
| Franklin Street Capital Partners, LLC | 4,500 | $1.21M | 5.61% | −13,000−74.3% | Reduced |
| 44 Wealth Management LLC | 4,498 | $1.21M | 0.42% | +295+7.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,628 | $1.21M | 0.19% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,989 | $1.21M | 0.04% | +50+1.0% | Added |
| Nwam LLC | 4,535 | $1.22M | 0.10% | +805+21.6% | Added |
| Parsec Financial Management, Inc. | 4,546 | $1.22M | 0.05% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 4,556 | $1.22M | 0.25% | −2,232−32.9% | Reduced |
| Hartford Financial Management Inc. | 4,553 | $1.22M | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 4,555 | $1.22M | 0.25% | +212+4.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 4,563 | $1.22M | 0.07% | −220−4.6% | Reduced |
| West Paces Advisors Inc. | 4,575 | $1.23M | 0.38% | +58+1.3% | Added |
| Aurora Private Wealth, Inc. | 4,585 | $1.23M | 0.53% | −30−0.7% | Reduced |
| Kovack Advisors, Inc. | 4,587 | $1.23M | 0.12% | −1,526−25.0% | Reduced |
| Aldebaran Financial Inc. | 4,589 | $1.23M | 0.96% | −142−3.0% | Reduced |
| BerganKDV Wealth Management, LLC | 4,588 | $1.23M | 0.13% | +1,034+29.1% | Added |
| Helios Capital Management Pte. Ltd | 4,600 | $1.23M | 1.12% | +4,600 | New |
| Insight Advisors, LLC | 4,602 | $1.23M | 0.36% | −328−6.7% | Reduced |
| River Wealth Advisors LLC | 4,610 | $1.24M | 0.19% | +262+6.0% | Added |
| SFMG, LLC | 4,613 | $1.24M | 0.12% | +1,159+33.6% | Added |
| Davidson Trust Co | 4,619 | $1.24M | 0.85% | −99−2.1% | Reduced |